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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,639 | $154,228-4.9% | $145,433+0.8% | $137,256+6.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.53% | 74.59%-66.1pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $2,857 | $4,804-40.5% | $4,554-37.3% | $4,156-31.3% |
| Participant deferral / active EE | $4,589 | $8,216-44.2% | $7,897-41.9% | $6,407-28.4% |
| Admin fee / account holder | $469 | $14,344-96.7% | $13,129-96.4% | $12,270-96.2% |